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Modelling Pre and Post Retirement Savings Products

“The goal (of this working party) is to support the life insurance, pensions and retirement industry with relevant research to support new product innovation by bringing together research on investments, products and consumers with the ultimate goal to increase consumer choice and value for money”.

Key objectives:

  • This is an opportunity to produce thought leadership that can be used to influence
  • Compile and review current literature in the pensions, investments and life insurance arenas to ensure access to up to date information.
  • Perform modelling to show the impact of offering certain guarantees and explore the impact of missing products (e.g. deferred annuities).
  • Perform modelling to consider a range of different investment strategies (e.g. long term investments from age 55 to 85 as a core illiquid strategy with shorter term bonds to provide cashflows for drawdown early on, alongside potential equity release cashflows).
  • Provoke thought leadership and innovation within the industry through presentations and forums to gain wider input.

Key outputs:

Chair:

Esther Hawley

Membership:

5

Established:

2018

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Start date
E.g., 23/09/2021
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Events calendar

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    Content will be aimed at all actuaries looking to understand the issues surrounding mental health in insurance and in particular those looking to ensure products and processes widen access for, and are most useful to, those experiencing periods of poor mental health.